DVY vs IWD: how much do they overlap?
iShares Select Dividend ETF (DVY) · iShares Russell 1000 Value ETF (IWD)
overlap by weight · 95 shared holdings
DVY: 100 holdings (as of 2026-04-30) · IWD: 866 holdings (as of 2026-03-31)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
DVY and IWD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in DVY | in IWD |
|---|---|---|---|
| CHEVRON CORP | CVX | 1.38% | 1.28% |
| EXXON MOBIL CORP | XOM | 0.99% | 2.36% |
| MERCK & COMPANY INC | MRK | 0.87% | 0.98% |
| PHILIP MORRIS INTERNATIONAL INC | PM | 1.01% | 0.85% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | 0.83% | 0.74% |
| VERIZON COMMUNICATIONS INC | VZ | 1.85% | 0.7% |
| MCDONALD'S CORP | MCD | 0.69% | 0.69% |
| AT&T INC | T | 1.23% | 0.66% |
| NEXTERA ENERGY INC | NEE | 0.98% | 0.64% |
| PFIZER INC | PFE | 2.22% | 0.52% |
FAQ
How much do DVY and IWD overlap?
DVY and IWD have a 16.5% overlap by weight, sharing 95 holdings (out of 100 in DVY and 866 in IWD), based on official issuer holdings as of 2026-04-30.
What does 16.5% overlap mean?
DVY and IWD hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do DVY and IWD both hold?
The largest shared positions are CHEVRON CORP, EXXON MOBIL CORP, MERCK & COMPANY INC, PHILIP MORRIS INTERNATIONAL INC, INTERNATIONAL BUSINESS MACHINES CORP. The full list of top shared holdings with weights in each fund is shown on this page.